install old TurboTax software

Hi, ps56k.

Yep, that's the way it works. Should be painless.

I suggest you put each year's TurboTax installation into its own subfolder - and each year's tax DATA into another subfolder. The payoff doesn't come now, while you are installing everything, but later, when you are using each year's program - and much later, when you are trying to remember what you did - and, maybe, why you did that. And keep all this in a folder separate from your Drive C:\Windows folder; don't accept the default location when you install each TurboTax. Maybe on a separate HDD or USB flash drive that can be stored apart from the computer and plugged in only when needed. (Packrats like me might have 10 years or more of such prior years' programs and data on a 2 GB thumb drive. )

For example: E:\Data\TurboTax TTax11 TTax11Data TTax12 TTax12Data

And, since you also asked about 1040X, be sure you preserve your originally filed 1040, as well as the 1040X.

RC

-- -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken Deluxe 2013 R 11 and Windows Live Mail in Win8 x64)

Just got a new laptop, and wondering about installed our old TurboTax software..

Obviously, copying the data files is no problem, just wondering if the 2009-2012 TT versions of the program will be able to grab all the updates issued during that tax period ? ie - install from CD, and then see if it can grab the updates...

yup - that's the way I handle everything - sep folders/sub-dirs -

but I'm really wondering if the TT software world will actually still have the old updates on the servers for the software to auto-find and download... I guess I'll find out after I actually install 2009 and see what happens...

Hi, ps56k.

Good luck...and please let us know what you learn about this.

RC

-- -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken Deluxe 2013 R 11 and Windows Live Mail in Win8 x64)

yup - that's the way I handle everything - sep folders/sub-dirs -

but I'm really wondering if the TT software world will actually still have the old updates on the servers for the software to auto-find and download... I guess I'll find out after I actually install 2009 and see what happens...

[snip]

but I'm really wondering if the TT software world will actually still have the old updates on the servers for the software to auto-find and download... I guess I'll find out after I actually install 2009 and see what happens... =================================FWIW, I use Taxcut and have since TY 1995. Taxcut.com still has all of the updates available online going back to then. I have to believe that TT does the same. I, however, have always went and fetched and saved each update as it became available for each TY.

My AR self even installed and updated all of those prior TY's for as long as the original media, including floppy's, could be read onto a new Vista

64-bit system. Everything worked okay and the TC software on the 64 box showed the same as the original, saved forms.

TT would have to behave similarly otherwise there's likely to have been a pretty good stink. Geo.

OK - I bite. Why do you possibly care in you can load T/T 2009 now? I must be missing something as to why use this would be in the current

2013 tax year - I am assuming you've printed (or at least made a softcopy PDF of the ENTIRE return from that year) your return?

Enlighten me!

Hi, Andrew.

I don't know the other users' (ps56k and GSalisbury) situations, but maybe I can help with a generic response.

First, see ps56k's earlier thread, "Amended Tax Returns - how long to process". He needed to file an amended return for 2009. TurboTax for 2012 can't handle 2009 but if he can re-install TT09, he can run that to reload his '09 data and make corrections, then have TT09 print out a corrected return. He doesn't want to just look at his '09 return; he needs to reload the data so that TT09 can correct it. TT12 won't work for the '09 return.

Recent versions of TurboTax have made the amendment process much easier. I haven't had to file a 1040X in a few years, but I've filed hundreds of them in my practice. I haven't looked to see how to do it in TT09, but in TT12, we can select "Amend a Tax Return You Filed This Year" from the opening screens; I think TT09 worked the same way. Have the originally filed TT09 data available; TT09 will read in that data, let you make corrections, and then print out the 1040X - which reports just the DIFFERENCES between the original and amended return, rather than print the complete amended return.

To clarify my earlier post about keeping older years' TurboTax on my HDD: these are for archives and backups. The installations did not survive my several updates of Windows and disk drives since '09, so I can't simply click on the '09 .exe file and run TT09; I must re-install TT09. Simply having all the application's files on disk is not enough; I must let Windows (currently Win8) install the application, making entries in the current Registry. So I still need the original TT09 CD to re-install the program if I need to run it. There MIGHT be a way to download an installer from Quicken, but I don't know anything about that.

As you know, Andrew, I've been retired for over 20 years and haven't had to deal with tax returns other than my own, so there are a lot of gaps in my knowledge now. As I said, this is only a "generic response".

RC

-- -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken Deluxe 2013 R 12 and Windows Live Mail in Win8 x64)

GSalisbury wrote:

OK - I bite. Why do you possibly care in you can load T/T 2009 now? I must be missing something as to why use this would be in the current

2013 tax year - I am assuming you've printed (or at least made a softcopy PDF of the ENTIRE return from that year) your return?

Enlighten me!

Yes, I did see the other thread after I posted my question, and indeed, I even attempted to *answer* my own question that he was doing this for posting an amended return at the end of last tax season several months almost two months ago. I understood now that he needed the '09 return for that in April. Case solved for me!

I am always interested in seeing how folks use TT and Q in their lives to appreciate other ways I too might benefit.

Thanks - sorry my 2nd post somehow didn't make it.

yeah - it really is to migrate ALL software to a new Win7 laptop, and it was nice to still have the TT09 installed on the old laptop just in time for the time limit to file a 1040X...

Now I have to get with the 2010, 2011 returns, as we finally received a K-1 from my wife's family estate...

Answer: yes. And if that doesn't work, go to

Thanks! Great idea to have updates as a separate file for possible reinstallations.